MWM

Manske Wealth Management Portfolio holdings

AUM $326M
1-Year Est. Return 14.41%
This Quarter Est. Return
1 Year Est. Return
+14.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$265M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$4.51M
2
+$2.11M
3
+$840K
4
LYB icon
LyondellBasell Industries
LYB
+$647K
5
USB icon
US Bancorp
USB
+$629K

Top Sells

1
+$486K
2
+$309K
3
+$245K
4
INTC icon
Intel
INTC
+$238K
5
TGT icon
Target
TGT
+$227K

Sector Composition

1 Technology 12.65%
2 Energy 6.33%
3 Consumer Discretionary 6.19%
4 Communication Services 5.8%
5 Financials 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.24M 0.85%
4,782
+876
27
$2.24M 0.85%
33,090
+3,449
28
$2.24M 0.84%
53,406
+1,136
29
$2.14M 0.81%
41,541
+8,276
30
$2.07M 0.78%
47,169
+1,157
31
$1.87M 0.71%
87,122
+884
32
$1.87M 0.71%
60,203
-187
33
$1.74M 0.66%
3,110
+274
34
$1.62M 0.61%
9,328
+20
35
$1.59M 0.6%
9,531
+426
36
$1.57M 0.59%
22,325
+9,186
37
$1.53M 0.58%
23,682
+555
38
$1.52M 0.57%
39,188
+1,028
39
$1.49M 0.56%
24,830
+3,366
40
$1.48M 0.56%
69,052
-660
41
$1.42M 0.54%
76,631
+3,663
42
$1.38M 0.52%
18,846
+545
43
$1.34M 0.51%
21,956
+70
44
$1.32M 0.5%
52,437
+466
45
$1.32M 0.5%
5,370
+522
46
$1.28M 0.48%
50,361
+872
47
$1.26M 0.47%
16,396
-933
48
$1.23M 0.47%
3,361
+285
49
$1.19M 0.45%
22,239
-4,599
50
$1.18M 0.44%
10,855
+1,555
1
2
3 4 5